Affiliate Library Configuration

1. Create user group

aff_lib_config1.PNG

 

2. Apply user record group to a specific type

aff_lib_config2.PNG

 

3. Associate library location with Fulfillment Unit

 

4. Associate user group with Fulfillment Unit

aff_lib_config3.PNG

aff_lib_config4.PNG

aff_lib_config5.PNG

5. Create a restricted search group for Primo VE

aff_lib_config6.PNG

aff_lib_config7.PNG

aff_lib_config8.PNG

aff_lib_config9.PNG

 
6. Create a custom local data search scope

aff_lib_config10.PNG

 

7. Create a search profile
 
8. Create a Primo VE view for affiliate library users

aff_lib_config11.PNG

 

9. Create user profile(s)

aff_lib_config12.PNG

 

10. Update letter configuration for pull slip
<!--   Internal Alma request from affiliate institution [Insert affiliate library here}   -->
<xsl:when test="(notification_data/user_for_printing/user_group='[User Group Code]')">
<font size ="40px;">[Affiliate Library Name]</font>
</xsl:when>

 


Revision #4
Created 26 February 2025 20:32:49 by Jackie Saavedra
Updated 27 February 2025 19:48:55 by Jackie Saavedra